Recent Posts
Many Investors Unfamiliar with ESG
When is the last time you took a look at your investment strategy? You probably thought about diversification and which of your investments were performing the best. But one study shows that many investors are also overlooking one big component that could be very important for your planning: ESG investing. Representing environmental, social, and governance
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Lost Your Spouse? Be Aware of Major Financial Changes
Losing your spouse can take a devastating toll on you personally. It’s a new schedule, grieving a loss, and trying to figure out what life looks like for you now. It’s also easy to fall into a new relationship with time since grief looks different for every person. As time goes by, there’s also the
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You Just Won Money in a Lawsuit: What Now?
No matter the subject of your lawsuit, there are a lot of emotions around when it finally concludes. If you’ve recently prevailed in a lawsuit with financial damages, you might feel as though one painful chapter of your life has closed. And it’s certainly true that you need to approach this as though a new
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WHAT WE DO
We are a comprehensive financial services firm committed to helping our clients improve their long-term financial success. We offer a strong combination of experience and professional client services.
Who We Help
Executives and Professionals
Shah total planning works with executives and professionals from leading companies to maximize executive benefit plans, conduct retirement and other scenario planning, implement tax planning strategies and analyze stock options, restricted shares and other employer stock plans. We also devise strategies for deferred compensation planning, manage variable income streams and maximize pension payouts.
Men and Women in Transition
For men and women in transition (for example, divorcees or widows), Shah Total Planning provides comprehensive financial support and planning. Specific services offered include analyzing the tax consequences of divorce settlements, cash flow and budgeting, real estate planning (for example, advice on selling a home or buying new property), second-marriage financial planning, long-term-care planning, end-of-life planning, and life insurance and long-term disability insurance planning.
Entrepreneurs and Business Owners
Shah Total Planning supports business owners and entrepreneurs through tax planning strategies, estate tax and distribution strategies, insurance needs analysis, cash management and succession planning. Other services offered include assistance with managing variable income and liquidity events, sudden money management and retirement planning, including maximizing owner/partner benefits as well as establishment and servicing of company retirement plans.
Pre-Retirees/Retirees
Shah Total Planning assists retirees with their full spectrum of financial needs. These include aligning retirement investments with overall goals, developing retirement income distribution strategies, helping clients understand their retirement payout options, creating Social Security maximization strategies, and providing estate tax and distribution planning, long-term-care planning and retirement scenario planning.
HOW WE HELP
Competence
Financial Planning
Holistic Asset Integration
Investment Selection & Monitoring
Asset Allocation & Rebalancing
Risk Management
Generating Income Strategies
Tax/Estate Considerations
Specialized Expertise
Coaching
Education
Saving and Spending
Adherence to Plan and Goals
Set Realistic Expectations
Emotions, Biases and Stress
Objective Feedback
Trusted Second Opinion
Life/Business Transition
Convenience
Time Savings
Create Personalized Service
Coordinate Trusted Professionals
Integrated and Holistic View
Vendor Selection and Monitoring
Secure Technology
Continuity
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Joint Objectives
Children Engagement
Family Values
Multigenerational Planning
Legacy
Philanthropy
Our Process
Together, we can design, build, and protect a comprehensive, long-term plan that reflects what is most important to you — your values, needs, concerns, and hopes.
Why Me?
Neel Shah JD, CFP®,
Legal Expert | Tax Strategist | Financial Advisor |
Life Planner
ABOUT NEEL
Neel Shah has more than 20 years’ experience assisting clients in all aspects of wealth, estate and tax planning and is committed to preserving and growing his clients’ wealth. Neel is directly involved with investment management for our clients and manages the wealth individuals, families & business. He is also an experienced attorney in the fields of estate planning, business law, and tax law.
View Neel's profile pageNews and Insights
Quarterly Economic Update
No one expected the longest bull market in history to see its demise brought on by a virus. While U.S. equity markets were able to withstand a trade war with China, a presidential impeachment, the potential for a global recession and global uncertainty including Brexit and civil wars in the Middle East, the U.S. economy was ambushed by a silent and highly contagious virus.
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Recent Posts
Many Investors Unfamiliar with ESG
When is the last time you took a look at your investment strategy? You probably thought about diversification and which of your investments were performing the best. But one study shows that many investors are also overlooking one big component that could be very important for your planning: ESG investing. Representing environmental, social, and governance
Read More
Lost Your Spouse? Be Aware of Major Financial Changes
Losing your spouse can take a devastating toll on you personally. It’s a new schedule, grieving a loss, and trying to figure out what life looks like for you now. It’s also easy to fall into a new relationship with time since grief looks different for every person. As time goes by, there’s also the
Read More
You Just Won Money in a Lawsuit: What Now?
No matter the subject of your lawsuit, there are a lot of emotions around when it finally concludes. If you’ve recently prevailed in a lawsuit with financial damages, you might feel as though one painful chapter of your life has closed. And it’s certainly true that you need to approach this as though a new
Read More